Lucas Ferster

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 04/2024
  Raymond James Financial Services, Inc.
  Saline, MI
• 06/2018 → 05/2020
  D.A. Alexander & Co.
  Livonia, MI
• 01/2018 → 04/2018
  Dahring Cusmano & Associates
  Novi, MI
• 06/2017 → 01/2018
  Unemployed
  Wakefiled, MA
• 07/2015 → 06/2017
  Citizens Private Bank
  Boston, MA
• 02/2021 → 04/2024
  Raymond James Financial Services Advisors, Inc.
  Saline, MI
• 01/2022 → 04/2024
  Baughman Capital Management
  Saline, MI
• 01/2019 → 11/2023
  Pinnacle Asset Management
  Goodlettsville, TN
• 04/2024 → Present
  Lpl Enterprise, Llc
  Fort Mill, SC
• 01/2025 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2024-08-28 → 2025-01-29
  Lpl Enterprise, Llc
  Ann Arbor, MI
  Fort Mill, SC
  Ann Arbor, MI
• 2021-02-24 → 2023-11-15
  Raymond James Financial Services Advisors, Inc
  Southfield, MI
  Saline, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-01-28

Other Names

• Lucas Alan Ferster